AgencyBloc
Epic
Transfer contacts, activities, and more from AgencyBloc to Epic. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AgencyBloc to Epic migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Agency management system for insurance
AgencyBloc is an agency management system and CRM specifically designed for health and life insurance agencies. It provides contact management, policy tracking, commissions processing, lead automation, and compliance tools to help agencies streamline operations and grow efficiently.
#1 agency-recommended insurance growth platform
Healthcare CRM for patient engagement
Epic Cheers is a healthcare-specific CRM system launched in 2022 that helps medical organizations automate patient communications, manage contact centers, and execute personalized care campaigns. It integrates directly with Epic's EHR system for seamless data access.
Direct integration with Epic's market-leading EHR system
"Healthcare CRM for patient engagement"
Epic Cheers is a healthcare-specific CRM system launched in 2022 that helps medical organizations automate patient communications, manage contact centers, and execute personalized care campaigns. It integrates directly with Epic's EHR system for seamless data access.
Ideal for: Large health systems and hospitals seeking integrated CRM embedded within their Epic EHR platform.
Direct integration with Epic's market-leading EHR system
Dual-pillar architecture: contact management and campaign management
Personalized patient outreach using PHI data and clinical history
Contact center capabilities with caller history and informed conversations
Learn more at
epic.com
See exactly which data objects transfer from AgencyBloc to Epic
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AgencyBloc to Epic.
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